See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,460 | $105,630+40.5% | $87,507+69.7% | $273,961-45.8% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 8.49% | 12.25%-3.8pp | 12.21%-3.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,487 | $3,141-52.6% | $2,550-41.7% | $4,869-69.4% |
| Participant deferral / active EE | $4,392 | $3,601+22.0% | $3,149+39.5% | $5,287-16.9% |
| Admin fee / account holder | $1,002 | $4,781-79.0% | $4,221-76.3% | $10,132-90.1% |